Diskusjon Triggere Porteføljer Aksjonærlister

CrayoNano AS

Det er vel den hardeste konkurrenten ?

@OzSurfer

This talk is about the epitaxy processes used for creating UV-C LEDs, so its very interesting when it comes to talk from such as Osram on the performance and lifetime.

Martin Heilmann, also follows CrayoNano as the only (!) UV-C LED company besides his own.

Weman obviously knows this person, and its not strange. Chairman Uthus told at the Capital Markets Day they had also worked with Dobbertin over several year back (meaning when he worked at Osram). Wonder what type of work they have been doing together.

It was announced fully operative end of year 2022. They announced the Taiwan company creation in Feb 2022 and used the whole year to set up the fab.

For interested:

April 2022
Q1-2022

11 August 2022
Q2-2022

26 October 2022
Q3-2022

15 May 2023
Q1-2023

15th November 2023:
Q3-2023 Presentation

15th February 2024:
Q4-2023 Presentation

15th February 2024
Q&A for Q4-2023 presentation

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@VincentFreeman Do you have their answer on question 4 also ?

Its in the link, 2 pages in the PDF. Download it.

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Got it, thanks

Presentation from 2015 from a conference, never seen:

This also, from 2021 - with overview of possible new products after UVC LEDs:

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Link til egf i morgen kl 10?

De sender link til alle som er påmeldt.

My wrong. My understanding was that all capital was going to be used for investments in the factory in Taiwan. Correct answer:

Growth capital will be used for sales acceleration, investments in manufacturing capacity and flexibility, product development and quality, as well as general corporate purposes

Det er vel ikke kun et spørsmål om hvor mange aksjer man har, men i større grad NÅR man anskaffet disse og til hvilken kostnad; jeg har sikker det som kalles relativt få aksjer, men anskaffet disse tidlig og med en snittpris høyt på 20-tallet (nærmere 30!), og da blir det fort penger av det :hot_face:
Mer enn nok til at kona skalperer meg om det går i dass!

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Begynte også å kjøpe der oppe og trodde det var skikkelig smart å snitte ned gjentatte ganger på vei nedover

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I find it very particular that the company still lists the amount of employees on LinkedIn and in the Norwegian business register, combined with almost all employees obviously adding LinkedIn-skills attached to their current position at CrayoNano, tweaking headline and some descriptions, several talking past tense.

However their public activity is almost reduce to zero for any activity. Especially particular is the former R&D lead who just updated current position last week disclosing the CrayoNano position actually ended Dec 2022, and starting new in Jan 2023.
That is probably a deal behind that behavior, or might be of personal reasons, however it is not regular.

This is highly strange, but my hunch is that the employees have signed some contracts including NDAs and severance package deals +++

I have confirmed/intel some employees physically going to the office in Trondheim, but for others, not known.

Why? hard to say, lets hope its for a good outcome, if not, we know the reason for the behavior.

Er det fler som ikke har fått link/invite til Teams møtet i morgen?

Sendte inn i går morges, ikke fått noen feedback.

Ikke fått link nei

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New “Careers” menu section on the webpage this week:

Fikk link nå

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But empty of course

Just as thought. New incoming change as of today.
Position ended 1 year ago and changed now.
Updates from several, sounds like a contract expiration or something.

More, still “present”.